Wealth Management Strategy Selection

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

Disciplined Investment Management

Disciplined investment strategies are the foundation of our investment management process, which are built to a specific model based on your Family Index Number. Our process-driven, time-tested strategies are managed by our Investment Committee, comprised of a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.

For those who are more concerned with protecting assets and minimizing their potential losses, Advance & Protect is a good strategy to consider. As the markets go down, Advance & Protect seeks to limit the downside to -10%.

AP20 is very similar to Advance & Protect; however, it seeks to limit potential losses to -20%. This strategy is designed for investors who are focused on asset protection but are willing to accept higher risk for the potential of higher returns.

The Protector Series of strategies are designed with portfolio protection in mind. Allocations will be selected based on their alignment with the research team’s long-term asset allocation outlook and the risk level of the portfolio.

For investors looking for growth and have longer time horizons, LongTerm Trend may be a strategy to consider. This strategy invests in large companies deemed undervalued with significant growth potential over 3-5 years.

Similar to LongTerm Trend, Perennial Growth is a growth strategy for those with a longer time horizon. However, rather than investing in large companies, Perennial Growth invests in small or midsized companies with significant growth potential in the next 3-5 years.

Similar to the Benchmark strategy, Diversified Blend is a good option for investors looking for global market exposure. The difference is, this strategy is passively managed for those with a long-term investment time horizon.

There are countless options when it comes to global stocks and bonds available to investors. Benchmark is a strategy that gives you a very broad and diverse mix of global investments and performs similarly to the global markets.

The Sustainable Impact Strategy seeks to invest in a portfolio of exchange traded funds (ETFs) whose holdings have a positive environmental, social, governance (ESG) and impact characteristics. The ETFs used incorporate ESG screens or societal impact as part of their construction methodology.

There are many markets across the world that have significant potential for growth. Global Macro is a strategy that identifies the regions believed to have the most growth opportunity and invests in those areas.

As markets change, analysts can begin to identify trends. The Trend strategy is designed to adapt to changing markets and invest in areas that are trending up while avoiding those that are going down.

Wealth Designed. Life Defined.®

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process – to help you understand our methodology in helping you reach a higher purpose for your wealth. Explore services

No strategy assures success or protects against loss. Market neutral strategy involves special risks, including significant losses, trade execution delays, forced liquidations of short or leveraged positions due to losses or failure to “match” long and short positions. Options are not suitable for all investors and certain option strategies may expose investors to significant potential losses such as losing entire amount paid for the option. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Equanimity Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

2017 Equanimity Wealth Management. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.